About the role

  • Associate Analyst focused on ensuring accuracy in shareholder reporting and regulatory filings for Fidelity's Financial Operations. Collaborating with teams to improve workflows and operational outcomes.

Responsibilities

  • Apply your analytical capabilities and precision to ensure the accuracy and completeness of assigned documents and regulatory filings
  • Contribute to team efforts by building and optimizing workflows and improving processes
  • Support and test key applications and find innovative solutions to enhance the reporting ecosystem
  • Collaborate effectively, manage multiple priorities, and meet deadlines in a fast‑paced environment—helping drive operational perfection across the service line

Requirements

  • Bachelor’s degree and a minimum of 3 years of financial services experience
  • Broad understanding of investments, accounting principles, mutual fund industry practices, and regulatory requirements
  • A self‑starter mindset—assertive, independent, and capable of working with limited direct supervision across multiple concurrent initiatives
  • Strong collaboration skills and the ability to partner effectively across business divisions and team members
  • Advanced analytical abilities, including interpreting complex requirements and translating them into clear, practical solutions
  • Proficiency with Microsoft Office and related applications

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development opportunities

Job title

Associate Analyst, Shareholder Reporting

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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